Wealth Advisors of Iowa, LLC
Q3 2025 13F Holdings
- Locationwest des moines, IA
- Num holdings
83
- Value ($000)
$293,713
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001803005
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $34.37M | 12 % | 597,446 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $28.3M | 10 % | 149,172 | ||
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | $26.19M | 9 % | 308,736 | ||
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $25.13M | 9 % | 320,804 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $21.13M | 7 % | 381,955 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | $18.4M | 6 % | 193,364 | ||
AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $16.1M | 6 % | 140,706 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $16M | 5 % | 183,470 | ||
PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $14.16M | 5 % | 207,662 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $6.72M | 2 % | 132,555 |
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